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About the Role
As a Senior Kundenberater (m/w/d), you will be a central part of our advisory team, helping clients navigate the world of asset management with expert advice, clear communication, and a focus on partnership. You will advise clients via phone and video, focusing on investments, wealth building, and securities strategies. You will holistically support clients with all questions regarding their assets and provide access to Deutsche Bank's global investment expertise. You will identify and actively pursue cross-selling opportunities for comprehensive client support and collaborate closely with other departments to strengthen our omnichannel approach.
Responsibilities
- Advise clients via phone and video with a clear focus on investment, wealth building, and securities strategies.
- Holistically support clients with all questions regarding their assets and provide access to global investment expertise.
- Identify and actively pursue cross-selling opportunities for comprehensive client support.
- Collaborate closely with other departments (branch sales, remote banking, sales partners, etc.) to strengthen our omnichannel approach.
Requirements
- Completed banking apprenticeship, apprenticeship in the insurance industry, or a degree in economics.
- AnsFuG authorization and several years of experience in processing securities transactions.
- In-depth knowledge of investment advisory services and a very good understanding of securities business across various risk classes.
- Strong sales skills and a genuine interest in competently guiding people through financial decisions.
- Confident, professional, and friendly demeanor, even in digital communication situations.
Skills
- Investment advisory
- Wealth building
- Securities strategies
- Cross-selling
- Omnichannel approach
- Digital communication
Location
- Remote
- Onsite
Work Type
- Full-time
- Part-time
Experience Level
- Senior
- Several years of experience
Education Level
- Completed banking apprenticeship
- Apprenticeship in the insurance industry
- Degree in economics
Benefits
- Flexibility that fits your life
- Work with a strong network
- Growth, responsibility, and team spirit
About the Company
- We strive for a culture in which we are empowered to excel together every day.
- This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
- Together we share and celebrate the successes of our people.
- Together we are Deutsche Bank Group.
Equal Opportunity
- We welcome applications from all people and promote a positive, fair and inclusive work environment.